Anic Equity¶
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Total return since start: 0.556 %¶
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Equity now: -----------------------------> 47516.82 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46118.83 Kr¶
PnL: ---------------------------------------> -769.74 Kr¶
DD now: ---------------------------------> -2.289 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 16:24:56.146748'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.320000 | 3120.000000 | 193.000000 | 6.590000 | 2927.000000 |
| HEBA B | 70 | 1.010000 | 2800.000000 | 164.000000 | 6.220000 | 2636.000010 |
| HMS Networks | 2 | 0.300000 | 793.200000 | 120.200000 | 17.860000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.880000 | 3514.220000 | 60.220000 | 1.740000 | 3453.999992 |
| Samhällsbyggnadsbo. i Norden B | 20 | 4.000000 | 405.400000 | 50.400000 | 14.200000 | 355.000000 |
| MedCap | 2 | 0.860000 | 467.000000 | 46.000000 | 10.930000 | 421.000000 |
| SAAB B | 8 | -0.790000 | 3416.000000 | 39.000000 | 1.150000 | 3377.000000 |
| Resurs Holding | 22 | 2.930000 | 611.160000 | 37.160000 | 6.470000 | 573.999998 |
| Corem Property Group B | 59 | 1.770000 | 609.470000 | 32.470000 | 5.630000 | 576.999999 |
| Swedbank A | 3 | 2.160000 | 588.300000 | 24.300000 | 4.310000 | 564.000000 |
| AcadeMedia | 12 | 0.290000 | 580.320000 | 23.320000 | 4.190000 | 557.000004 |
| OEM International B | 7 | 0.260000 | 547.400000 | 19.400000 | 3.670000 | 527.999997 |
| Securitas B | 6 | 2.020000 | 587.760000 | 17.760000 | 3.120000 | 570.000000 |
| Intrum | 4 | -0.180000 | 543.800000 | 16.800000 | 3.190000 | 527.000000 |
| Boozt | 12 | -0.070000 | 1670.400000 | 16.400000 | 0.990000 | 1653.999996 |
| Eastnine | 4 | 0.480000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Norva24 Group | 16 | -0.170000 | 552.960000 | 9.960000 | 1.830000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 3.500000 | 255.360000 | 9.360000 | 3.800000 | 246.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.910000 | 570.150000 | 8.150000 | 1.450000 | 562.000005 |
| Creaspac SPAC | 6 | 0.520000 | 583.800000 | 6.800000 | 1.180000 | 577.000002 |
| Coor Service Management Hold. | 8 | 0.450000 | 538.000000 | 6.000000 | 1.130000 | 532.000000 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Handelsbanken A | 5 | 0.230000 | 541.250000 | -4.750000 | -0.870000 | 546.000000 |
| Midsona B | 63 | -0.440000 | 565.740000 | -17.260000 | -2.960000 | 582.999984 |
| International Petroleum Corp. | 5 | 4.350000 | 576.000000 | -18.570000 | -3.120000 | 594.565215 |
| CTEK | 13 | -3.970000 | 509.600000 | -24.400000 | -4.570000 | 533.999999 |
| Essity B | 2 | -2.400000 | 536.000000 | -38.000000 | -6.620000 | 574.000000 |
| Vivesto | 1368 | 0.000000 | 554.040000 | -58.960000 | -9.620000 | 612.999432 |
| Essity A | 4 | -1.820000 | 1078.000000 | -71.000000 | -6.180000 | 1149.000000 |
| Sampo Oyj SDB | 7 | 0.190000 | 3766.000000 | -84.000000 | -2.180000 | 3850.000000 |
| Fasadgruppen Group | 35 | 2.330000 | 3696.000000 | -115.000000 | -3.020000 | 3810.999990 |
| Beijer Electronics Group | 26 | -0.370000 | 2792.400000 | -178.600000 | -6.010000 | 2971.000006 |
| OX2 | 18 | 1.780000 | 1443.600000 | -220.400000 | -13.250000 | 1663.999992 |
| Axfood | 13 | 0.220000 | 3476.200000 | -279.800000 | -7.450000 | 3756.000001 |
| Ovzon | 52 | 0.190000 | 2782.000000 | -580.000000 | -17.250000 | 3361.999992 |
| TOTAL | 46118.830000 | -769.740000 | -2.28886% | 46888.564618 |
Updated:¶
'2023-01-27 16:25:09.285054'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
